Org Portfolio Management LLC
● SEC registered since 2004CRD 130198SEC# 801-62718Beachwood, OH
Ranks #1,134 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$6.38B
Fund GAV
$554M
Private funds
5
Employees
22
Accounts
22
Location
Beachwood, OH
Org Portfolio Management LLC assets under management
Org Portfolio Management LLC operates as an SEC-registered investment adviser based in Beachwood, OH. The firm has been registered since 2004. It reports $6.4 billion in regulatory assets under management and employs 22 people. Org Portfolio Management LLC manages 5 private funds with combined gross assets of $554 million, including Org Az Secondary Opportunity Fund, L.P. By regulatory assets, it ranks 1,134 of 6,004 private fund managers.
Org Portfolio Management LLC private funds
5 funds · $554M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Org Az Secondary Opportunity Fund, L.P. | Other Private | $307.6M | $40M |
| Org Az Opportunity Fund II, L.p.-Initial Series | Other Private | $133.6M | $100M |
| Org Az Opportunity Fund III, L.P. | Other Private | $65.1M | $50M |
| Org Az Opportunity Fund II, L.p.-Series B | Other Private | $46.9M | $100M |
| Football and Technology Fund II, L.P. | Other Private | $800K | $100K |
Org Portfolio Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Jean McDowell | Chief Compliance Officer | Under 5% | 2006 |
| Edward Brian Schwartz Control | Member And Principal | 25-50% | 2005 |
| Jonathan Brian Berns Control | Member And Principal | 25-50% | 2005 |
| Org Portfolio Inc. Control | Member | 10-25% | 2011 |
| Edward Brian Schwartz Control | President & Shareholder | 50-75% | 2011 |
| Jonathan Brian Berns Control | Vice President & Shareholder | 50-75% | 2011 |
Frequently asked questions
How much does Org Portfolio Management LLC manage?
Org Portfolio Management LLC reports $6.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Org Portfolio Management LLC manage?
Org Portfolio Management LLC manages 5 private funds with combined gross assets of $554 million.
How many employees does Org Portfolio Management LLC have?
Org Portfolio Management LLC reports 22 employees.
Where is Org Portfolio Management LLC located?
Org Portfolio Management LLC is based in Beachwood, OH and has been SEC-registered since 2004.
Does Org Portfolio Management LLC disclose fund performance?
Org Portfolio Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3201 Enterprise Parkway, Suite 150, Beachwood, OH 44122 |
| Phone | 216-468-0055 |
| Fax | 216-468-0054 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$6.38B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
AUM vs fund managersTop 19%
Larger than 81% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$6.38Bregulatory AUM
Discretionary $872.9MNon-discretionary $5.51B
Service providers
Auditor
Custodian
Administrator